Description

Key Responsibilities:

·      Develop clear, concise methodology documents, which requires proficiency in interviewing skills, workflow analysis, dataflow diagramming, screen design, etc.

·      Review and assist in development of project plans, project workflows and resource assignments as requested by Project Manager.

·      Facilitate the definition of functional requirements by working with programmer analysts and users in prototyping and design sessions.

·      Translate and present project concepts into effective visual images which clarify design elements and issues for both business and technical audiences

·      Manage distinct efforts either via waterfall or more iterative development process as assigned by the Project Manager.

·      Ensure methodology is followed for efforts and overall projects; provide meaningful feedback in accordance with departmental standards and guidelines.

·      Maintain issue log; coordinate and support communications surrounding both systems and user acceptance for assigned effort(s).

·      Identify, mediate, resolve and eliminate miscommunications between business and technical project team members.

·      Conduct user training.

·      Use SQL or reporting/BI tools (such as Qlik Sense) to perform data analysis, validate report requirements and confirm test results.

·      Participate in development of test strategy, test plans and test cases

·      Translate system workflows into system configuration

·      Participate in test execution and document results

Experience:

·      5-7 years’ experience at a financial services company - preferably with Private Banking and/or Investment Management experience

·      4 years of relevant work experience

·      Working directly with business counterparts to clarify their requests, translate them to workable functional requirements, and coordinate acceptance testing

·      Working directly with development teams to describe requirements, answer questions, and perform integration/QA testing

·      Proven business analysis skills, including business requirements, product proposals and business and technical workflows

·      Ability to analyze current workflows and identify opportunities for improvement

·      Ability to manage multiple tasks simultaneously, while meeting deadlines

·      Professional communication skills

·      Able to use standard desktop tools effectively, including Microsoft Office

·      Ability to use wide range of office software, such as more advanced Excel techniques, PowerPoint presentations, etc

Key Skills

Education

Bachelor's degree